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Planner Resource Consultant - National Planning Institute
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- The NPI Client Success Team drives education and adoption of industry leading planning technologies to reduce financial planning process time, increase revenue, and strengthen client relationships.
- In addition, they will participate with a team of NPI specialists on high net worth client’s complex financial planning modeling needs and make appropriate recommendations.
- Knowledge of eMoney or MoneyGuides financial planning tools
- Free financial counseling, health coaching and employee assistance program
- Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.
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